Chatter

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Odoo Chatter is the communication log found on most records, such as a customer, sales order or ticket. It brings messages, notes, followers and activities into one thread, so a record’s history is visible in one place.

The chatter thread

Every record with a chatter tracks changes automatically, including a timestamp and who made the change. Updates made by an import or another automated process are logged and credited to OdooBot.

Adding and managing followers

  • Click Follow on a record to be notified of updates; the button changes to Following.
  • Click the user icon and Add Followers to invite other people.
  • Click the user icon to remove a follower, or the pencil icon next to a follower to edit which updates they receive.

Log notes and sending messages

Click Log note to leave a message visible only to internal users; type @ to mention a colleague, who is then notified. External contacts can also be mentioned and receive an email, and their reply is logged in the chatter.

Click Send message to contact customers, suppliers or other partners externally. Followers are added as recipients automatically; remove anyone who should not receive it first. Press Ctrl+Enter to send.

Expanding the composer

Click the expand icon on the chatter box to open a full composer with recipients, a subject line and templates, and to attach files.

Editing and searching messages

To fix a message, click the ellipsis menu, choose Edit, and save with Ctrl+Enter. Use the search icon in the chatter to find an older note or message by keyword.

Scheduling activities

Click Activities above the chatter, choose an activity type such as a call, meeting or email, and assign it to yourself or a colleague. Activities are colour-coded by whether they are overdue, due today, or planned for the future.

Attaching files

Click the paperclip icon, or drag and drop a file, to attach it to the chatter. Attachments stay on the record and can be downloaded by anyone with access.

WhatsApp and Google Translate

Where WhatsApp is configured (an Odoo Enterprise feature) and an approved template exists, a WhatsApp button appears above the chatter to send messages directly. Where Google Translate is configured with a Google API key, chatter messages can be translated into the user’s language from the vertical ellipsis menu.

Frequently asked questions

What is the difference between Log note and Send message?

Log note posts a private message visible only to internal users, while Send message contacts followers and other partners externally, usually by email.

Do I need WhatsApp Enterprise to send messages from Chatter?

Yes, WhatsApp is an Odoo Enterprise feature and must be configured with approved templates before the WhatsApp button appears above the chatter.

Need help?

Need help getting the most out of Chatter in Odoo? Contact support@thoughtlogik.com or see our Odoo implementation services.

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